World Equity Group
Latest statistics and disclosures from World Equity Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, FTLS, BUFR, AMZN, and represent 18.04% of World Equity Group's stock portfolio.
- Added to shares of these 10 stocks: FTGS (+$5.3M), NVDA, QCAP, FDL, FTA, QMAR, RSPR, EFA, CSHI, FEUZ.
- Started 24 new stock positions in QCAP, DDWM, QMAR, LUCY, FEUZ, SNPS, CGUS, SMH, XLU, FTA. VKTX, CSHI, JPST, MINT, RSPR, FTDS, ONEQ, NTRS, IEMG, BKHY, PULS, GRID, EFA, AAPU.
- Reduced shares in these 10 stocks: AAPL (-$19M), MSFT (-$17M), , QQQ (-$11M), AMZN (-$7.6M), IVV (-$5.7M), BRK.B (-$5.4M), BAC, VOO, ECL.
- Sold out of its positions in APD, ALGN, VALQ, QINT, APH, NLY, BNS, CDNS, CNI, CELH.
- World Equity Group was a net seller of stock by $-163M.
- World Equity Group has $335M in assets under management (AUM), dropping by -31.18%.
- Central Index Key (CIK): 0000878770
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Portfolio Holdings for World Equity Group
World Equity Group holds 268 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.5 | $18M | -50% | 87k | 210.62 |
|
| Microsoft Corporation (MSFT) | 5.2 | $18M | -49% | 39k | 446.95 |
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| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 2.8 | $9.4M | +2% | 150k | 62.59 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 2.3 | $7.6M | -2% | 263k | 28.92 |
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| Amazon (AMZN) | 2.3 | $7.6M | -50% | 39k | 193.25 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.9 | $6.4M | -3% | 12k | 544.22 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $6.3M | -4% | 35k | 182.15 |
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| First Tr Exchange Traded Growth Strength (FTGS) | 1.6 | $5.5M | +2417% | 180k | 30.51 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.6 | $5.4M | -66% | 11k | 479.05 |
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| NVIDIA Corporation (NVDA) | 1.6 | $5.3M | +843% | 43k | 123.54 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $5.1M | -51% | 13k | 406.80 |
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| First Tr Morningstar Divid L SHS (FDL) | 1.4 | $4.7M | +68% | 124k | 37.93 |
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| Exxon Mobil Corporation (XOM) | 1.3 | $4.5M | -7% | 39k | 115.12 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $4.3M | -56% | 7.9k | 547.51 |
|
| First Tr Exchng Traded Fd Vi Vest Buffered (BUFG) | 1.3 | $4.3M | -6% | 184k | 23.20 |
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| Meta Platforms Cl A (META) | 1.2 | $4.2M | +2% | 8.3k | 504.17 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) | 1.2 | $4.0M | -3% | 135k | 29.56 |
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| Visa Com Cl A (V) | 1.2 | $3.9M | 15k | 262.48 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $3.9M | -50% | 7.8k | 500.08 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 1.1 | $3.6M | 109k | 33.38 |
|
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| Bank of America Corporation (BAC) | 1.1 | $3.6M | -54% | 90k | 39.77 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $2.9M | -20% | 14k | 202.27 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.9 | $2.9M | +4% | 46k | 64.00 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $2.8M | -7% | 13k | 215.01 |
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| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.8 | $2.7M | +6% | 95k | 28.87 |
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| Honeywell International (HON) | 0.8 | $2.7M | -48% | 13k | 213.53 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $2.6M | -49% | 15k | 173.81 |
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| First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) | 0.8 | $2.5M | 111k | 22.81 |
|
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| Ishares Tr Eafe Value Etf (EFV) | 0.7 | $2.5M | -51% | 47k | 53.04 |
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| Comcast Corp Cl A (CMCSA) | 0.7 | $2.5M | -12% | 63k | 39.16 |
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| Wal-Mart Stores (WMT) | 0.7 | $2.4M | -54% | 36k | 67.71 |
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| Oracle Corporation (ORCL) | 0.7 | $2.4M | 17k | 141.20 |
|
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| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $2.3M | -4% | 6.1k | 383.19 |
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| First Tr Exchng Traded Fd Vi Ft Vest Nasdaq 1 (QCAP) | 0.7 | $2.2M | NEW | 105k | 21.15 |
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| Enbridge (ENB) | 0.6 | $2.2M | +2% | 61k | 35.57 |
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| First Tr Exchange-traded Intl Dev Strngth (FICS) | 0.6 | $2.1M | 63k | 34.20 |
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| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.6 | $2.1M | 39k | 54.75 |
|
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| Texas Pacific Land Corp (TPL) | 0.6 | $2.1M | 2.9k | 734.27 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $2.1M | -51% | 42k | 49.42 |
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| Anthem (ELV) | 0.6 | $2.0M | -36% | 3.7k | 541.86 |
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| Uber Technologies (UBER) | 0.6 | $2.0M | 27k | 72.68 |
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| Booking Holdings (BKNG) | 0.6 | $1.9M | -3% | 478.00 | 3961.50 |
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| First Tr High Yield Opprt 20 (FTHY) | 0.6 | $1.9M | -4% | 130k | 14.32 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.9M | +4% | 10k | 183.42 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $1.9M | -47% | 17k | 106.66 |
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| Rithm Capital Corp Com New (RITM) | 0.6 | $1.8M | -2% | 169k | 10.91 |
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| Johnson & Johnson (JNJ) | 0.5 | $1.8M | -49% | 13k | 146.15 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN) | 0.5 | $1.8M | -4% | 49k | 36.89 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $1.8M | 4.1k | 441.16 |
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| Pepsi (PEP) | 0.5 | $1.8M | -56% | 11k | 164.94 |
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| Analog Devices (ADI) | 0.5 | $1.7M | -50% | 7.3k | 228.27 |
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| Charles Schwab Corporation (SCHW) | 0.5 | $1.7M | -50% | 23k | 73.69 |
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| Select Sector Spdr Tr Technology (XLK) | 0.5 | $1.6M | -10% | 7.2k | 226.23 |
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| Pfizer (PFE) | 0.5 | $1.6M | -43% | 58k | 27.98 |
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| Novartis Sponsored Adr (NVS) | 0.5 | $1.6M | 15k | 106.47 |
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| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.5 | $1.6M | -8% | 21k | 75.66 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.5 | $1.6M | -44% | 23k | 66.98 |
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| McDonald's Corporation (MCD) | 0.5 | $1.6M | -49% | 6.1k | 254.87 |
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| Merck & Co (MRK) | 0.5 | $1.5M | +7% | 13k | 123.79 |
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| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.5 | $1.5M | +31% | 15k | 99.37 |
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| General Dynamics Corporation (GD) | 0.5 | $1.5M | -50% | 5.3k | 290.12 |
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| Bank of New York Mellon Corporation (BK) | 0.5 | $1.5M | 25k | 59.89 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $1.5M | -51% | 19k | 77.76 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.4 | $1.5M | +15% | 18k | 80.13 |
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| Coca-Cola Company (KO) | 0.4 | $1.4M | -46% | 23k | 63.65 |
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| Caterpillar (CAT) | 0.4 | $1.4M | -48% | 4.2k | 333.03 |
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| Iqvia Holdings (IQV) | 0.4 | $1.4M | 6.6k | 211.44 |
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| salesforce (CRM) | 0.4 | $1.4M | +6% | 5.4k | 257.10 |
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| Abbvie (ABBV) | 0.4 | $1.4M | +5% | 8.1k | 171.50 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.4 | $1.4M | +3% | 39k | 35.08 |
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| Home Depot (HD) | 0.4 | $1.3M | -51% | 3.9k | 344.21 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Small (SFEB) | 0.4 | $1.3M | -6% | 64k | 20.11 |
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| Victory Portfolios Ii Vcshs Us 500 Enh (CFO) | 0.4 | $1.3M | 20k | 64.26 |
|
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| Becton, Dickinson and (BDX) | 0.4 | $1.3M | -49% | 5.4k | 233.76 |
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| Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) | 0.4 | $1.2M | -2% | 24k | 51.09 |
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| Chevron Corporation (CVX) | 0.4 | $1.2M | -47% | 7.7k | 156.43 |
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| First Tr Lrg Cp Vl Alphadex Com Shs (FTA) | 0.4 | $1.2M | NEW | 16k | 73.60 |
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| Unilever Spon Adr New (UL) | 0.4 | $1.2M | -50% | 22k | 54.99 |
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| Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) | 0.4 | $1.2M | 23k | 51.29 |
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| Tesla Motors (TSLA) | 0.4 | $1.2M | +11% | 6.0k | 197.88 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $1.2M | +10% | 46k | 25.33 |
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| First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR) | 0.3 | $1.2M | NEW | 42k | 27.98 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $1.1M | -52% | 11k | 100.39 |
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| Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR) | 0.3 | $1.1M | NEW | 35k | 32.73 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.3 | $1.1M | 17k | 66.35 |
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| Procter & Gamble Company (PG) | 0.3 | $1.1M | -49% | 6.8k | 164.91 |
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| Diageo Spon Adr New (DEO) | 0.3 | $1.1M | +8% | 8.5k | 126.08 |
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| Broadcom (AVGO) | 0.3 | $1.1M | +3% | 666.00 | 1604.32 |
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| Walt Disney Company (DIS) | 0.3 | $1.1M | -48% | 11k | 99.29 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.0M | -8% | 1.2k | 850.36 |
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| Sanofi Sponsored Adr (SNY) | 0.3 | $993k | 21k | 48.52 |
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| International Business Machines (IBM) | 0.3 | $980k | -11% | 5.7k | 172.97 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.3 | $975k | +7% | 20k | 48.74 |
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| Ishares Tr Core Total Usd (IUSB) | 0.3 | $966k | 21k | 45.22 |
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| Goldman Sachs (GS) | 0.3 | $957k | 2.1k | 452.37 |
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| Valaris Cl A (VAL) | 0.3 | $956k | 13k | 74.50 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.3 | $953k | -33% | 16k | 59.60 |
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| Ecolab (ECL) | 0.3 | $949k | -80% | 4.0k | 238.00 |
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| Eaton Corp SHS (ETN) | 0.3 | $920k | +15% | 2.9k | 313.55 |
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| Select Sector Spdr Tr Financial (XLF) | 0.3 | $916k | -6% | 22k | 41.11 |
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| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.3 | $874k | -49% | 4.4k | 197.46 |
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| Altria (MO) | 0.3 | $856k | -2% | 19k | 45.55 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) | 0.2 | $834k | -7% | 20k | 41.42 |
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| Netflix (NFLX) | 0.2 | $829k | 1.2k | 674.88 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) | 0.2 | $829k | -57% | 22k | 38.51 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $824k | +49% | 9.0k | 91.78 |
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| Northern Lts Fd Tr Iii Cp Hi Yld Trnd (HYTR) | 0.2 | $801k | +13% | 38k | 21.34 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $799k | -49% | 18k | 43.76 |
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| Automatic Data Processing (ADP) | 0.2 | $792k | -48% | 3.3k | 238.69 |
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| Select Sector Spdr Tr Indl (XLI) | 0.2 | $792k | -8% | 6.5k | 121.86 |
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| Direxion Shs Etf Tr Dly Tech Bull 3x (TECL) | 0.2 | $776k | -28% | 8.0k | 97.38 |
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| Verizon Communications (VZ) | 0.2 | $768k | 19k | 41.24 |
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| Alnylam Pharmaceuticals (ALNY) | 0.2 | $767k | 3.2k | 243.00 |
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| Cisco Systems (CSCO) | 0.2 | $759k | 16k | 47.51 |
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| AmerisourceBergen (COR) | 0.2 | $756k | -50% | 3.4k | 225.30 |
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| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 0.2 | $748k | -45% | 20k | 36.67 |
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| Arthur J. Gallagher & Co. (AJG) | 0.2 | $742k | -46% | 2.9k | 259.30 |
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| First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS) | 0.2 | $741k | 18k | 40.59 |
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| CVS Caremark Corporation (CVS) | 0.2 | $740k | -49% | 13k | 59.06 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $734k | NEW | 9.4k | 78.33 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.2 | $719k | -23% | 13k | 54.49 |
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| Eli Lilly & Co. (LLY) | 0.2 | $717k | -56% | 792.00 | 905.38 |
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| Neos Etf Trust Neos Enh Inc 1-3 (CSHI) | 0.2 | $713k | NEW | 14k | 49.76 |
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| Citigroup Com New (C) | 0.2 | $712k | -47% | 11k | 63.46 |
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| First Tr Exch Trd Alphdx Euro Alphadex (FEUZ) | 0.2 | $709k | NEW | 17k | 41.49 |
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| Dow (DOW) | 0.2 | $706k | -49% | 13k | 53.05 |
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| Ishares Tr Aggres Alloc Etf (AOA) | 0.2 | $704k | +4% | 9.4k | 74.78 |
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| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.2 | $696k | 26k | 27.31 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $690k | -42% | 7.5k | 92.55 |
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| Madison Covered Call Eq Strat (MCN) | 0.2 | $690k | 91k | 7.60 |
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| Lam Research Corporation (LRCX) | 0.2 | $687k | -50% | 645.00 | 1064.85 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $679k | -51% | 2.8k | 242.02 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $676k | -57% | 3.3k | 202.89 |
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| Nextera Energy (NEE) | 0.2 | $675k | -2% | 9.5k | 70.81 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $668k | -47% | 2.5k | 267.52 |
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| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.2 | $661k | +6% | 15k | 44.65 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $642k | -53% | 1.7k | 374.01 |
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| Hershey Company (HSY) | 0.2 | $636k | +4% | 3.5k | 183.83 |
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| Medtronic SHS (MDT) | 0.2 | $634k | +6% | 8.1k | 78.71 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE) | 0.2 | $622k | -10% | 20k | 30.43 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $600k | -22% | 6.4k | 93.81 |
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| First Tr Exchange-traded Dividend Strngth (FTDS) | 0.2 | $591k | NEW | 12k | 48.76 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.2 | $588k | 14k | 42.12 |
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| Direxion Shs Etf Tr Daily Nyse Fang (FNGG) | 0.2 | $586k | -4% | 4.0k | 144.92 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $580k | -47% | 2.3k | 250.13 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $566k | +7% | 3.3k | 170.90 |
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| Danaher Corporation (DHR) | 0.2 | $561k | -50% | 2.2k | 249.89 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $529k | -47% | 3.3k | 160.43 |
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| Global X Fds Global X Uranium (URA) | 0.2 | $524k | +12% | 18k | 28.95 |
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| Abbott Laboratories (ABT) | 0.2 | $520k | -49% | 5.0k | 103.90 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $510k | -43% | 7.8k | 65.44 |
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| First Tr Exchange Traded Energy Alphadx (FXN) | 0.2 | $509k | -76% | 28k | 18.20 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $500k | -46% | 2.3k | 218.04 |
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| Las Vegas Sands (LVS) | 0.1 | $496k | +8% | 11k | 44.25 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $485k | -26% | 4.7k | 102.34 |
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| Fiserv (FI) | 0.1 | $482k | 3.2k | 149.04 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $480k | NEW | 9.5k | 50.47 |
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| Amgen (AMGN) | 0.1 | $470k | -54% | 1.5k | 312.45 |
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| Blackstone Mtg Tr Com Cl A (BXMT) | 0.1 | $467k | 27k | 17.42 |
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| Exelon Corporation (EXC) | 0.1 | $467k | 14k | 34.61 |
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| First Tr Exchange-traded Dorsey Wright (FVC) | 0.1 | $464k | +9% | 13k | 35.26 |
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| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.1 | $462k | -14% | 4.1k | 114.04 |
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| UnitedHealth (UNH) | 0.1 | $460k | -12% | 904.00 | 508.98 |
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| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.1 | $457k | +6% | 9.7k | 46.94 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $454k | -50% | 7.8k | 58.52 |
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| Intel Corporation (INTC) | 0.1 | $454k | -56% | 15k | 30.97 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $453k | -49% | 2.5k | 183.01 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE) | 0.1 | $451k | -11% | 15k | 30.57 |
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| Etf Ser Solutions Defiance Next (SIXG) | 0.1 | $447k | -19% | 11k | 41.80 |
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| Hca Holdings (HCA) | 0.1 | $439k | -33% | 1.4k | 321.20 |
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| United Parcel Service CL B (UPS) | 0.1 | $432k | -49% | 3.2k | 136.86 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $430k | NEW | 8.7k | 49.70 |
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| Clorox Company (CLX) | 0.1 | $429k | -51% | 3.1k | 136.46 |
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| Palo Alto Networks (PANW) | 0.1 | $425k | -41% | 1.3k | 339.01 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $419k | -5% | 4.2k | 100.23 |
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| Union Pacific Corporation (UNP) | 0.1 | $418k | -77% | 1.8k | 226.22 |
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| DNP Select Income Fund (DNP) | 0.1 | $417k | 51k | 8.22 |
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| Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) | 0.1 | $415k | 7.5k | 55.36 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $409k | NEW | 4.1k | 100.65 |
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| Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 0.1 | $405k | +13% | 10k | 40.07 |
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| Lowe's Companies (LOW) | 0.1 | $398k | -50% | 1.8k | 220.46 |
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| Pinterest Cl A (PINS) | 0.1 | $395k | 9.0k | 44.07 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $392k | +9% | 706.00 | 555.54 |
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| Direxion Shs Etf Tr Daily Nvda 2x Sh (NVDU) | 0.1 | $392k | -30% | 3.5k | 111.20 |
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| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.1 | $391k | +4% | 16k | 25.09 |
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| Kinder Morgan (KMI) | 0.1 | $389k | +78% | 20k | 19.87 |
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| Calamos (CCD) | 0.1 | $388k | +4% | 17k | 22.44 |
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| First Tr Mid Cap Core Alphad Com Shs (FNX) | 0.1 | $387k | -17% | 3.6k | 108.53 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $386k | -2% | 4.2k | 91.16 |
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| Keurig Dr Pepper (KDP) | 0.1 | $363k | 11k | 33.41 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $362k | -84% | 2.4k | 150.53 |
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| Marriott Intl Cl A (MAR) | 0.1 | $356k | -50% | 1.5k | 241.77 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $356k | +5% | 7.3k | 48.66 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP) | 0.1 | $352k | -12% | 9.3k | 37.71 |
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| Southern Company (SO) | 0.1 | $348k | -43% | 4.5k | 77.58 |
|
| Stryker Corporation (SYK) | 0.1 | $344k | -50% | 1.0k | 340.25 |
|
| Aon Shs Cl A (AON) | 0.1 | $334k | +7% | 1.1k | 293.58 |
|
| Viking Therapeutics (VKTX) | 0.1 | $331k | NEW | 6.2k | 53.01 |
|
| Carrier Global Corporation (CARR) | 0.1 | $326k | +10% | 5.2k | 63.08 |
|
| Ge Aerospace Com New (GE) | 0.1 | $326k | -50% | 2.0k | 158.97 |
|
| Cnh Indl N V SHS (CNH) | 0.1 | $318k | -2% | 31k | 10.13 |
|
| Trimtabs Etf Tr Donoghue Forlns (DFRA) | 0.1 | $313k | 10k | 30.15 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $311k | -11% | 854.00 | 364.51 |
|
| Advanced Micro Devices (AMD) | 0.1 | $303k | -41% | 1.9k | 162.17 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $302k | 3.1k | 97.67 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $300k | -51% | 1.5k | 194.58 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $298k | 3.0k | 98.21 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $292k | +4% | 747.00 | 391.13 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $289k | -4% | 283.00 | 1022.41 |
|
| Msci (MSCI) | 0.1 | $289k | 600.00 | 481.75 |
|
|
| Philip Morris International (PM) | 0.1 | $287k | -48% | 2.8k | 101.33 |
|
| Roper Industries (ROP) | 0.1 | $284k | +24% | 503.00 | 563.66 |
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $283k | -10% | 1.3k | 222.23 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $282k | -48% | 3.1k | 91.85 |
|
| Waste Management (WM) | 0.1 | $280k | 1.3k | 213.31 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $277k | -49% | 3.6k | 77.84 |
|
| Trimtabs Etf Tr Donoghue Frlins (DFNV) | 0.1 | $272k | 8.6k | 31.57 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $269k | -77% | 2.5k | 107.19 |
|
| Pentair SHS (PNR) | 0.1 | $266k | 3.5k | 76.67 |
|
|
| Nvent Electric SHS (NVT) | 0.1 | $266k | 3.5k | 76.60 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $265k | -48% | 1.5k | 182.07 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $264k | -56% | 1.7k | 151.63 |
|
| Spdr Ser Tr Russell Yield (ONEY) | 0.1 | $262k | +32% | 2.5k | 103.74 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $260k | -50% | 469.00 | 553.60 |
|
| Qualcomm (QCOM) | 0.1 | $257k | -56% | 1.3k | 199.15 |
|
| Casey's General Stores (CASY) | 0.1 | $255k | -49% | 668.00 | 381.04 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $252k | 5.1k | 49.42 |
|
|
| Northern Trust Corporation (NTRS) | 0.1 | $252k | NEW | 3.0k | 83.98 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $252k | +8% | 3.5k | 72.06 |
|
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.1 | $244k | NEW | 2.1k | 115.58 |
|
| Autodesk (ADSK) | 0.1 | $243k | -40% | 980.00 | 247.45 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $242k | +6% | 1.4k | 174.47 |
|
| Direxion Shs Etf Tr Dly Aapl Bull 2x (AAPU) | 0.1 | $241k | NEW | 7.4k | 32.56 |
|
| Pacer Fds Tr Cash Cows Etf (HERD) | 0.1 | $240k | +18% | 6.5k | 37.17 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $237k | -50% | 3.9k | 60.30 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $236k | NEW | 3.5k | 68.14 |
|
| Ishares Bitcoin Tr SHS (IBIT) | 0.1 | $235k | +35% | 6.9k | 34.14 |
|
| Deere & Company (DE) | 0.1 | $231k | -50% | 618.00 | 373.56 |
|
| Baxter International (BAX) | 0.1 | $227k | -50% | 6.8k | 33.45 |
|
| Ishares Tr Faln Angls Usd (FALN) | 0.1 | $227k | +4% | 8.7k | 26.19 |
|
| Bny Mellon Etf Trust High Yield Beta (BKHY) | 0.1 | $226k | NEW | 4.8k | 47.17 |
|
| Wisdomtree Tr Currncy Int Eq (DDWM) | 0.1 | $226k | NEW | 6.6k | 34.06 |
|
| At&t (T) | 0.1 | $224k | -2% | 12k | 19.11 |
|
| Spdr Ser Tr S&p Semicndctr (XSD) | 0.1 | $223k | 900.00 | 247.48 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $222k | NEW | 852.00 | 260.70 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.1 | $222k | NEW | 3.2k | 69.93 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.1 | $219k | NEW | 6.8k | 32.25 |
|
| Trimtabs Etf Tr Donoghue Frlns (DFHY) | 0.1 | $218k | 11k | 20.80 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $218k | NEW | 4.1k | 53.54 |
|
| Builders FirstSource (BLDR) | 0.1 | $217k | 1.6k | 138.41 |
|
|
| Rh (RH) | 0.1 | $215k | -19% | 880.00 | 244.44 |
|
| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.1 | $215k | 6.4k | 33.72 |
|
|
| Sherwin-Williams Company (SHW) | 0.1 | $212k | -60% | 711.00 | 298.43 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $211k | -6% | 5.4k | 38.85 |
|
| Synopsys (SNPS) | 0.1 | $209k | NEW | 351.00 | 595.06 |
|
| Boeing Company (BA) | 0.1 | $206k | -46% | 1.1k | 182.06 |
|
| Direxion Shs Etf Tr Daily Tsla 2x Sh (TSLL) | 0.1 | $204k | 22k | 9.20 |
|
|
| Baidu Spon Adr Rep A (BIDU) | 0.1 | $203k | -4% | 2.3k | 86.48 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $202k | -49% | 2.6k | 76.72 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $202k | -27% | 1.4k | 145.75 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $200k | -52% | 2.1k | 97.07 |
|
| Ford Motor Company (F) | 0.1 | $184k | -54% | 15k | 12.54 |
|
| Macerich Company (MAC) | 0.0 | $162k | 11k | 15.44 |
|
|
| Ardelyx (ARDX) | 0.0 | $136k | +15% | 18k | 7.41 |
|
| Summit Therapeutics (SMMT) | 0.0 | $100k | 13k | 7.80 |
|
|
| Innovative Eyewear (LUCY) | 0.0 | $10k | NEW | 20k | 0.49 |
|
| Senseonics Hldgs (SENS) | 0.0 | $8.0k | 20k | 0.40 |
|
|
| Zomedica Corp (ZOM) | 0.0 | $5.8k | 40k | 0.15 |
|
Past Filings by World Equity Group
SEC 13F filings are viewable for World Equity Group going back to 2024
- World Equity Group 2022 Q1 filed Sept. 6, 2024
- World Equity Group 2022 Q2 filed Sept. 6, 2024
- World Equity Group 2022 Q3 filed Sept. 6, 2024
- World Equity Group 2022 Q4 filed Sept. 6, 2024
- World Equity Group 2023 Q1 filed Aug. 26, 2024
- World Equity Group 2023 Q2 filed Aug. 26, 2024
- World Equity Group 2023 Q4 filed July 22, 2024
- World Equity Group 2023 Q3 filed July 22, 2024
- World Equity Group 2024 Q1 filed July 18, 2024
- World Equity Group 2024 Q2 filed July 18, 2024